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General Mills
GIS

1,364 hedge funds and large institutions have $23.4B invested in General Mills in 2019 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 494 increasing their positions, 479 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 71

25% more call options, than puts

Call options by funds: $358M | Put options by funds: $287M

7% more funds holding

Funds holding: 1,269 → 1,364 (+95)

1.57% more ownership

Funds ownership: 70.91% → 72.48% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 479

0% less capital invested

Capital invested by funds: $23.6B → $23.4B (-$109M)

17% less funds holding in top 10

Funds holding in top 10: 18 → 15 (-3)

Holders
1,364
Holders Change
+95
Holders Change %
+7.49%
% of All Funds
26.88%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.3%
New
184
Increased
494
Reduced
479
Closed
71
Calls
$358M
Puts
$287M
Net Calls
+$71M
Net Calls Change
+$12.6M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$326M
2
Morgan Stanley
Morgan Stanley
New York
+$74.6M
3
AAMU
Amundi Asset Management US
Massachusetts
+$70.5M
4
Stifel Financial
Stifel Financial
Missouri
+$56.5M
5
State Street
State Street
Massachusetts
+$50.1M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$138M
2
BlackRock
BlackRock
New York
-$132M
3
AIG
American International Group
New York
-$123M
4
Goldman Sachs
Goldman Sachs
New York
-$95.8M
5
AL
AJO LP
Pennsylvania
-$59.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1001
Zhang Financial
Michigan
$305K – – –
LCS
1002
Levin Capital Strategies
New York
$304K – – –
FHA
1003
Flagship Harbor Advisors
Massachusetts
$304K +$3.9K +74 +1%
IWM
1004
IHT Wealth Management
Illinois
$304K +$23.8K +452 +9%
ANB
1005
Amarillo National Bank
Texas
$303K – – –
OPA
1006
Old Port Advisors
Maine
$303K +$26.3K +500 +10%
CT
1007
Caldwell Trust
Florida
$301K +$296K +5,626 New
BFO
1008
Biltmore Family Office
North Carolina
$300K – – –
SC
1009
Searle & Co
Connecticut
$300K – – –
AAM
1010
Auxier Asset Management
Oregon
$296K -$1.32K -25 -0.5%
DS
1011
DRW Securities
Illinois
$295K +$291K +5,515 New
BOPW
1012
Brandywine Oak Private Wealth
Pennsylvania
$294K +$211 +4 +0.1%
PCM
1013
Perritt Capital Management
Illinois
$293K – – –
CCM
1014
Carlson Capital Management
Minnesota
$292K +$287K +5,446 New
FFIC
1015
First Fiduciary Investment Counsel
Ohio
$292K +$287K +5,447 New
ACP
1016
Arcus Capital Partners
Georgia
$291K – – –
PCS
1017
Personal CFO Solutions
New Jersey
$291K +$8.22K +156 +3%
FFG
1018
Ford Financial Group
California
$290K – – –
MA
1019
Mutual Advisors
Nebraska
$290K +$286K +5,419 New
FHA
1020
First Horizon Advisors
Tennessee
$289K -$29K -550 -9%
AT
1021
Arden Trust
Delaware
$288K – – –
MA
1022
Montag & Associates
Georgia
$288K – – –
VWA
1023
V Wealth Advisors
Kansas
$288K – – –
KLCM
1024
KG&L Capital Management
Louisiana
$287K -$530K -10,059 -65%
BOS
1025
Bank of Stockton
California
$287K -$12.9K -245 -4%
39 40
41
42 43

GIS Hedge Fund Activity: Q4 2019 in Review

1,364 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q4 2019, worth a combined $23.4B — down 0.46% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new GIS positions and 71 closed out — a net gain of 113 holders — while 494 added to existing stakes and 479 trimmed.

The largest buyer was Capital World Investors, adding an estimated $326M. The largest seller was Massachusetts Financial Services, cutting an estimated $138M.

  • 1,364 institutional investors held General Mills (GIS) as of Q4 2019, up from 1,269 in Q3 2019.
  • Funds reported $23.4B of General Mills stock for Q4 2019, down 0.46% quarter-over-quarter.
  • 184 funds opened new General Mills positions in Q4 2019 and 71 closed out, a net change of +113 holders.
  • The largest General Mills buyer in Q4 2019 was Capital World Investors, an estimated $326M added.
  • The largest General Mills seller in Q4 2019 was Massachusetts Financial Services, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2019.